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Average Ratings 692 Ratings

Total
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Average Ratings 0 Ratings

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Description

You need more than just a way to exchange documents. You need capabilities such as AI-enhanced redaction. You need an integrated Q&A tool with advanced workflow features. You need a defensible source of truth. You need Datasite Diligence. Datasite provides the most trusted VDR in M&A. Over 14,000 projects are created annually on Datasite. Designed with industry-leading functionality and game-changing productivity tools, due diligence doesn’t get in the way with Datasite Diligence.

Description

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Box No 
Cirrus Insight No 
Conga Contracts No 
Constant Contact No 
Datasite Acquire Yes 
Datasite Outreach Yes 
Datasite Prepare Yes 
Docusign No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
LinkPoint Connect No 
Mailchimp No 
PitchBook No 
Preqin No 
Salesforce No 
SyncApps No 

Integrations

Adobe Acrobat Sign Yes 
Box Yes 
Cirrus Insight Yes 
Conga Contracts Yes 
Constant Contact Yes 
Datasite Acquire No 
Datasite Outreach No 
Datasite Prepare No 
Docusign Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
LinkPoint Connect Yes 
Mailchimp Yes 
PitchBook Yes 
Preqin Yes 
Salesforce Yes 
SyncApps Yes 

Pricing Details

Datasite pricing is customized for every transaction. Because each deal is unique, we tailor project quotes to match the specific scope, requirements, and timeline of your project.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Datasite

Founded

1968

Country

United States

Website

www.datasite.com

Vendor Details

Company Name

Navatar Group

Founded

2004

Country

United States

Website

www.navatargroup.com

Product Features

Data Governance

Access Control Yes 
Data Discovery Yes 
Data Mapping Yes 
Data Profiling Yes 
Deletion Management Yes 
Email Management Yes 
Policy Management Yes 
Process Management Yes 
Roles Management Yes 
Storage Management Yes 

Entity Management

Access Control No 
Compliance Management No 
Contract Management No 
Corporate Structure Management No 
Document Assembly No 
Due Date Tracking No 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional No 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management No 

File Sharing

Audit Trail Yes 
Chat / Messaging No 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature No 
Encryption Yes 
File Synchronization No 
Search Yes 
User Management Yes 
Version Control No 
Workflow Management No 

M&A

Virtual Data Room

Anonymity Management Yes 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management Yes 
Project Management Yes 
Role-Based Permissions Yes 
Secure Preview Yes 

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

M&A

Alternatives

Alternatives